Investment Advisory Group

Name: Investment Advisory Group
Start: 2024-10-30T10:00:00-05:00
End: 2024-10-30T11:00:00-05:00
Location: MetroTex Headquarters

Wednesday, October 30, 202410:00 AM - 11:00 AMMetroTex Headquarters (1701 Kinwest Irving, TX 75063)

The Investment Advisory Group is charged with protecting and growing the Association’s investments in accordance with its investment strategy, policy, and risk tolerance. This includes overseeing portfolio performance and monitoring risk levels. The advisory group meets with the investment manager quarterly to review the portfolio and fund performance. This is a closed meeting. Members of this advisory group are limited in number and appointed by the MetroTex Executive Committee.

For information about this advisory group, contact Kimberlee Welch at kimberleew@dfwre.com.

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